Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGWIX (MFS GROWTH ALLOCATION FUND I) | 6.76% | 14.86% | 13.47% | 5.33% | 8.73% | 8.30% | 7.49% | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGWIX (MFS GROWTH ALLOCATION FUND I) | 07/22/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 14.86 | 13.47 | 5.33 | 8.73 | 8.30 | 7.49 | … | … | 6.76 | 13.64 | 10.71 | 14.86 | -17.79 | 11.68 | 11.80 | 26.54 | -5.70 | 19.32 | 7.78 | -0.56 | 4.01 | 20.45 | 15.93 | -2.01 | 17.04 | 32.70 | -34.23 | 9.25 | 12.96 | 3.65 | 12.11 | 25.59 | 5.18 |
| Sharpe Ratio | NA | 1.44 | 1.01 | 0.23 | 0.55 | NA | NA | … | … | 1.31 | 0.89 | 0.80 | 1.13 | -1.07 | 1.11 | 0.47 | 2.90 | -0.63 | 3.79 | 0.71 | -0.05 | 0.48 | 2.37 | 1.54 | -0.11 | 1.16 | 1.52 | -1.10 | 0.48 | 1.01 | 0.17 | 1.15 | 2.24 | 0.58 |
| Standard Deviation(%) | NA | 8.96 | 10.35 | 12.32 | 13.03 | NA | NA | … | … | 10.60 | 12.07 | 8.89 | 10.01 | 18.03 | 10.50 | 24.73 | 8.65 | 11.24 | 4.94 | 10.63 | 10.85 | 8.34 | 8.59 | 10.41 | 18.67 | 14.57 | 21.50 | 31.80 | 12.64 | 9.49 | 8.06 | 9.64 | 11.11 | 18.83 |
| Draw Down(%) | NA | 7.33 | 12.30 | 26.25 | 29.09 | NA | NA | … | … | 7.33 | 12.30 | 4.98 | 9.20 | 22.98 | 4.68 | 29.09 | 4.29 | 14.54 | 1.51 | 8.71 | 10.11 | 7.22 | 6.35 | 8.86 | 17.10 | 11.22 | 20.76 | 44.14 | 8.45 | 9.95 | 6.29 | 7.12 | 10.04 | 13.67 |
| Yield(%) | 0.00 | 8.20 | 6.77 | 4.48 | 5.56 | 5.66 | 5.41 | … | … | 0.00 | 8.66 | 6.55 | 4.25 | 2.05 | 3.71 | 1.29 | 6.04 | 6.05 | 5.72 | 3.30 | 4.82 | 1.89 | 1.82 | 2.14 | 2.41 | 2.24 | 3.35 | 3.37 | 7.32 | 4.03 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWIX (MFS GROWTH ALLOCATION FUND I) |
-11.88%
Feb 2006 – Feb 2009 |
-4.56%
Feb 2004 – Feb 2009 |
5.11%
Jan 2006 – Jan 2016 |
5.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWIX (MFS GROWTH ALLOCATION FUND I) |
23.75%
Feb 2009 – Feb 2012 |
19.89%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
10.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart